See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $40,751 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $19,319 |
TEMPLETON & COMPANY LLP1 year Filed as: TEMPLETON & CO. Service code 10 · EIN 14-1918990 | Accounting | $7,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,052 | $55,415-53.0% | $155,509-83.2% | $74,495-65.0% |
| Participation rate | 92.6% | 61.9%+30.7pp | 78.2%+14.4pp | 67.2%+25.4pp |
| Annual return | 15.58% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $4,896 | $2,267+116.0% | $4,672+4.8% | $2,623+86.7% |
| Participant deferral / active EE | $11,022 | $2,836+288.6% | $5,626+95.9% | $4,346+153.6% |
| Admin fee / account holder | $296 | $1,738-83.0% | $15,912-98.1% | $1,942-84.8% |